Timothy Chisholm is a registered investment advisor at Newsquare Capital, LLC, based in Newtown Square, PA, with 26 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,196 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewSquare Capital manages investments through a wrap fee program. The total fee you pay covers both NewSquare's investment management and the MML Investor Services representative's service fee. The MMLIS representative determines the total fee, up to a maximum of 1.75%. NewSquare's portion of the fee depends on the investment strategy used. For example, Enhanced Cash Management is 0.15% annually, while Relative Strength Individual Equity Models is 0.65%. There is also an MMLIS administrative fee of 0.05% for balances below $1,000,000 and 0.02% for balances over $1,000,000. NewSquare may reduce its portion of the fee based on the amount of assets invested with the firm.
Location
16 Campus Boulevard, Suite 100, Newtown Square, PA, 19073-3229
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy is a Registered Investment Advisor and Director of Retirement Plan Services for NewSquare Capital, LLC, dedicating nearly full-time hours during the week and a few hours per week on weekends and evenings. He also cross-markets to strategic relationships sourced via Efficient Advisors.
Employment History
Current Registrations
Newsquare Capital, LLC
Previous Registrations
Efficient Advisors
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Brinker Capital INC
Brinker Capital Securities, INC.Broker
Mfs Fund Distributors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.